David Sobel

David Sobel Email and Phone Number

Chief Financial Officer @ Platinum Advisors
30 Cecil Street, #19-08 Prudential Tower,Sri Lanka
David Sobel's Location
New York City Metropolitan Area, United States
About David Sobel

There are those in the business world who believe in the tried and proven. And then there are those who believe in the untold opportunity which every new company possesses.Tried and proven is nice, but I’m drawn to new and innovative. I look toward the future. I believe in the power of fresh startups.Since 2009, I have been involved with guiding the leaders of young companies, and have helped several firms grow to meet or exceed their revenue goals. I consider myself a finance and operations specialist who creates and implements novel solutions which truly introduce organization and structure to the workspace. The programs I’ve instituted include➢ Human Resources Guidelines,➢ Accounting Protocols, and➢ Financial Reporting Standards.At Platinum Advisors, I utilized my vast knowledge of the finance world to assist several real estate companies in achieving remarkable growth. I assisted business owners in diversifying their portfolios to include larger and more lucrative properties. I also aided retail and energy companies by creating detailed 24-month projections which helped clearly delineate their goals. During my 10 years at Major Energy Services, I helped company revenue skyrocket, turning a startup energy supplier into a vibrant enterprise which sold for over $80M.I am passionate that remarkable growth can be achieved in any business, if the right systems and procedures are in place. Organization and structure are the foundation upon which business success can be built. I consider myself a visionary who unites the workforce and guides employees to do everything possible to enable their company to succeed.Let’s connect!

David Sobel's Current Company Details
Platinum Advisors

Platinum Advisors

View
Chief Financial Officer
30 Cecil Street, #19-08 Prudential Tower,Sri Lanka
Employees:
4
David Sobel Work Experience Details
  • Platinum Advisors
    Founder
    Platinum Advisors May 2019 - Present
    Provides consulting services for businesses - implementing sound, organized policies to improve workflow and boost revenue.
  • The Mint Capital Inc
    Chief Financial Officer
    The Mint Capital Inc Jul 2021 - Jul 2022
    Suffern, New York, United States
  • Major Energy Services
    Chief Financial Officer
    Major Energy Services Jun 2009 - Apr 2019
    Orangeburg, New York
    • Instrumental in developing an alternative energy supplier from start-up through the sale of the company in excess of $80,000,000• Established and oversaw the financial systems and processes in place to deliver monthly financials to senior management and external investors• Collaborated with IT to create and maintain a home-grown system with daily checks and balances to ensure all customer were timely and accurately billed• Heavily involved in the finance and operations integration process with the public company that acquired Major Energy including general ledger reporting, human resource functions and Sarbanes-Oxley compliance• Worked closely with an outside creditor to secure a credit facility• Managed the annual audit performed by a big-four accounting firm
  • Santec, Inc.
    Controller
    Santec, Inc. Aug 2007 - Oct 2008
    Linden, New Jersey
    • Reshaped non-profitable divisions of the company into large profit bases• Provided and analyzed detailed monthly profit reports by customer and sales representatives to distribute to firm owners• Reformed the payroll process of the company eliminating excess fees• Created a purchase ordering and inventory tracking system for the company • Installed a warranty tracking system to ensure credits were received
  • Zell & Ettinger Cpas
    Staff Accountant
    Zell & Ettinger Cpas Sep 1998 - Jul 2007
    Brooklyn, New York
    • Provided accounting and tax services for corporate clients such as compiling and analyzing balance sheets, income statements and other financial schedules• Prepared and reviewed financial statements, footnote disclosures and consolidations• Completed write-ups and journal entries of multiple companies in the wholesale, retail, real estate, medical and service industries• Prepared individual, partnership, corporation, and foundation tax returns• Communicated with various tax authorities to effectively resolve IRS and State tax notices• Prepared payroll tax returns for monthly and semi-weekly depositors

David Sobel Skills

Accounting Strategic Planning Management Internal Controls Financial Reporting Auditing Financial Analysis

David Sobel Education Details

Frequently Asked Questions about David Sobel

What company does David Sobel work for?

David Sobel works for Platinum Advisors

What is David Sobel's role at the current company?

David Sobel's current role is Chief Financial Officer.

What schools did David Sobel attend?

David Sobel attended City University Of New York-Brooklyn College.

What skills is David Sobel known for?

David Sobel has skills like Accounting, Strategic Planning, Management, Internal Controls, Financial Reporting, Auditing, Financial Analysis.

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